Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IHSSX (THE HARTFORD SMALL COMPANY FUND CLASS R4) | -0.47% | 1.36% | 7.56% | 4.24% | 7.11% | 9.88% | NA | 7.42% |
Data as of 07/25/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHSSX (THE HARTFORD SMALL COMPANY FUND CLASS R4) | 12/27/2006 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 1.36 | 7.56 | 4.24 | 7.11 | 9.88 | NA | 7.42 | -0.47 | 11.34 | 16.06 | -31.36 | -18.09 | 41.99 | 36.58 | -4.84 | 25.26 | 1.91 | -8.60 | 6.23 | 43.51 | 15.29 | -4.72 | 23.26 | 29.10 | -40.82 | 11.35 | -0.76 |
| Sharpe Ratio | NA | -0.08 | 0.19 | 0.10 | 0.23 | NA | NA | 0.25 | -0.15 | 0.25 | 0.63 | -1.03 | -0.57 | 1.09 | 2.03 | -0.28 | 2.01 | 0.09 | -0.50 | 0.36 | 2.89 | 0.87 | -0.15 | 1.00 | 0.96 | -1.03 | 0.46 | -14.31 |
| Standard Deviation(%) | NA | 23.93 | 21.91 | 23.84 | 23.62 | NA | NA | 24.25 | 26.37 | 18.84 | 18.96 | 31.82 | 31.72 | 38.06 | 17.34 | 21.70 | 12.32 | 19.90 | 17.19 | 17.49 | 15.06 | 17.69 | 31.19 | 23.06 | 30.07 | 40.43 | 18.24 | 4.57 |
| Draw Down(%) | NA | 27.01 | 27.01 | 43.10 | 43.10 | NA | NA | 56.99 | 25.45 | 10.09 | 17.14 | 36.30 | 32.31 | 37.87 | 9.77 | 28.09 | 6.10 | 21.28 | 19.28 | 12.14 | 4.93 | 13.62 | 28.06 | 18.14 | 26.04 | 52.39 | 11.86 | 0.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 6.77 | 7.01 | 10.02 | 6.50 | 7.23 | 0.00 | 0.00 | 0.00 | 0.00 | 19.04 | 11.21 | 6.78 | 16.61 | 0.00 | 0.00 | 11.07 | 15.91 | 13.43 | 7.11 | 4.67 | 0.00 | 0.00 | 0.00 | 11.87 | 0.00 |
Data as of 07/25/2025, AR inception is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHSSX (THE HARTFORD SMALL COMPANY FUND CLASS R4) |
-9.64%
Jun 2007 - Jun 2010 |
-0.95%
May 2007 - May 2012 |
4.86%
May 2007 - May 2017 |
6.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHSSX (THE HARTFORD SMALL COMPANY FUND CLASS R4) |
28.54%
Dec 2018 - Dec 2021 |
25.71%
Feb 2016 - Feb 2021 |
16.03%
Sep 2011 - Sep 2021 |
12.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart